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      What Are Client Experience Activities (CEA™)?

      What Are Client Experience Activities (CEA™)

      Client Experience Activities are interactions you deliver to your clients and prospects to raise their engagement level over time.

      • Client Experience Activities can be delivered ad-hoc or as a series of events based on a Client Experience Playbook (CEP™)
      • Client Experience Activities can be logged to a client by an Account Manager
      • The engagement level is measured by the Client Experience Score (CES™)
      • There are Manual (delivered outside of the platform) and Built-in (delivered in the platform) CEA™ Types
      • Each Client Engagement Activity Type has a description and an Engagement Factor (Low, Medium or High)